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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,309 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,050 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,736 | $42,548-60.7% | $74,550-77.6% | $56,287-70.3% |
| Participation rate | 59.3% | 60.5%-1.2pp | 69.1%-9.8pp | 69.9%-10.5pp |
| Annual return | -6.57% | 12.40%-19.0pp | 32.53%-39.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $777 | $855-9.2% | $1,961-60.4% | $2,111-63.2% |
| Participant deferral / active EE | $2,161 | $2,277-5.1% | $3,108-30.5% | $3,350-35.5% |
| Admin fee / account holder | $247 | $467-47.2% | $5,060-95.1% | $521-52.6% |